+767.7%
VST vs JEPI
+95.7%
+672.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +4.1% |
| 7D | +8.9% | -0.3% | +9.2% | +9.5% |
| 30D | +6.2% | +0.1% | +6.1% | +6.0% |
| 3M | -2.7% | +4.8% | -7.5% | -9.8% |
| 6M | -8.4% | +1.0% | -9.4% | -9.9% |
| YTD | -7.2% | +5.5% | -12.7% | -14.8% |
| 1Y | -20.9% | +9.2% | -30.1% | -31.4% |
| 3Y | +384.0% | +31.2% | +352.8% | +231.8% |
| 5Y | +757.1% | +41.4% | +715.7% | +430.1% |
| All | +767.7% | +95.7% | +672.0% | +189.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded JEPI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling